Client Approval Filters

We have a set of filters based on which you can filter your client approvals and list them.

Client Approvals can be listed based on their status and the customer names. The status can be chosen from the Status dropdown and the customer name can be chosen from Select Customer dropdown. The following are the status filters that are available in Zoho Books for Client Approvals:

All

Approved

Rejected

Pending Submission

Pending Approval

Approval Overdue

These filters can also be used by your clients from the Client Portal.

Disable Client Approvals

Prerequisite: To disable the Client Approvals feature for your organization, you will have to disable Client Approvals for every individual project that has client approvals enabled. To do so:

Uncheck the Enable Client Approval for the time entries of this project option by editing an existing project.